How to Read a Balance Sheet – And Why You Care!

Webinar Overview

This webinar explains the basics of understanding a balance sheet and puts it in context by also touching on the other key financial statements. A balance sheet provides a snapshot of a company’s assets, liabilities, and equity. It is one of several major financial statements used to manage a business and is a critical due diligence item used by lenders and investors in deciding whether to provide capital to a business.

Learning Objectives:

• Learn the structure of a balance sheet, including assets, liabilities, and equity.
• Understand how to analyze a balance sheet to assess financial stability and solvency.
• Identify key metrics: Current ratio, debt-to-equity ratio, and leverage.
• Understand why balance sheets matter for contracts, financing decisions, and negotiations.
• Spot financial warning signs such as liquidity problems, excessive debt, and inventory issues.
• Learn to explain balance sheet findings to clients in a clear, actionable way.

Other Webinars in this Series

• Where Did All My Profits Go? Mastering the Concept of Working Capital (Premiered on April 29, 2025)
• The KPI – Cash Flow Modeling and Projections (Premiered on March 25, 2025)
• EBITDA and Other Scary Words (Premiered on January 28, 2025)
• EBITDA and Other Scary Words (Premiered on March 14, 2024)